2023 Form 5500 filing — Peters Heating And Air Conditioning, Inc Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925162026NAL0015040641001) for Peters Heating And Air Conditioning, Inc Profit Sharing Plan, reported by Peters Heating & Air Conditioning, Inc. under EIN 37-0892465 and plan number 003. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925162026NAL0015040641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peters Heating & Air Conditioning, Inc.
- EIN
- 37-0892465
- Plan number
- 003
- Location
- Quincy, IL
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,675,892
- Total liabilities (EOY)
- $227,792
- Net assets (EOY)
- $14,448,100
- Employer contributions
- $1,020,441
- Total income / additions
- $2,872,366
- Benefits paid
- $1,195,838
- Administrative expenses
- $120,686
- Total expenses
- $1,316,524
- Net increase / (decrease)
- $1,555,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $107,696 | not reported in the loaded dataset |
| Benefit Plans Plus | NONE | $12,990 | not reported in the loaded dataset |